Speaking
Thanks again for your help ironing out an elevator speech for my wife’s holiday party at the hospital. I landed a CT surgeon as an AAA client last week and they loved it when I said “you know my niche is clients just like you, I’ve got the whole thing figured our for surgeons”.
Simply put Dennis delivers. The above attributes all summarize Dennis. His energy and messaging transfers perfectly into actionable steps for our reps. He relates personally and profesioanlly with our clients, and does so with sincerity, and humor. He is ALWAYS the highest rated and attended speaker at any conference he has attended. He is one of the finest in his craft.
Dennis crushed it. The FCs loved him. Looks like we are going to line something up for October. You got rave reviews for Best of West. Spokane, Seattle and Bellevue all want to use you for Merrill.
This is amazing follow-up……thank you. In fact, I never saw you more on your game. The feedback was terrific and I know you solidified a number of relationships for me with advisors and management.
I just wanted to send a brief note your way thanking you for your latest blog post on upgrades. Your insight and thoughtful comments on upgrading client experiences are helpful and provide the experience from the clients perspectives. As always with your posts, I found a few pieces of advice I will be certain to implement in my practice. Thank you again and safe travels!
We utilized Dennis on our National Road Show and found his presentations to be educational, entertaining and valuable. We would have no hesitation in recommending him.
Private Consulting
“We have looked deeper into ourselves than at times we were comfortable doing, but the journey has been the most powerful experience yet with respect to personal and business development. Time well spent.”
“The work with my team helped us add structure to our practice. The process of the program is a tremendous resource for anyone wanting to take their investment advisory practice to the next level.”
“Interactions are always fun and informative. The level of professionalism and attention to details allowed me to grow my business substantially after being involved in the program. I very highly recommend the this approach for someone who is looking to take their business to the next level.”
“Aligning our business behind a Unique Client Experience was a hard work and a pleasure. The consistent guidance and insistence on accountability ensured the success of our program.”
“The program has added greatly to me and our team personally and professionally. Through focus, help and advice, our firm expanded significantly in service and revenue. More importantly, the integrity, wisdom, vision, passion of DMWSC and a strong commitment to adding value has improved both our firm, and our personal lives.”
“I have to say that the Go-Change Program is the most practical and useful approach I have seen or experienced. In particular, the concept of systematizing client and office processes to insure a consistent world-class experience is very powerful. It’s an idea that’s intuitive but much more easily said than done. I think you have made “doing it” as easy as it’s going to get!”
Self Directed Study
“I wish you and Dennis could have been flies on the wall in my office today.
I carried out two back to back appointments using what I am learning from the Go Change DVD and it worked like a charm.
The first appointment was for a new tax client and the second one was an annual review with a woman who just lost her husband in 2012.
What if….just what if I have found my voice/message to help my clients and build the financial services practice I always dreamed of?
Thank you both for being there for me and sharing such awesome information!”
Workshops
“You should let DMW know that we’re conducting our monthly check-in calls this week and our reps have been singing his praises. They were very impressed with his session and many have taken to heart the “Wow” client experience and are reaping the benefits of more referrals…and it’s only been 6 weeks!”
Just wanted to send you a quick note to say thanks for such a great workshop on Monday. We have heard nothing but good feedback from our advisors and staff that were in attendance – they really felt that the material was valuable and found Dennis very engaging. We would absolutely love to get you in front of the group again at some point so that even more of our advisors could benefit from your work. Let’s stay in touch about future opportunities.
